Validea John Neff Strategy Daily Upgrade Report – 03/18/2022

JHere are today’s updates for Validea’s low PE investor model based on John Neff’s published strategy. This strategy looks for companies with persistent earnings growth that are trading at a discount to their earnings growth and dividend yield.

BANCSHARES, INC. FIRST GUARANTEE (FGBI) is a small-cap stock in the Regional Banks sector. The rating under our John Neff-based strategy increased from 60% to 79% depending on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: First Guaranty Bancshares, Inc. is a bank holding company that operates through its subsidiary, First Guaranty Bank (the Bank). The Bank offers personalized commercial banking services to customers in Louisiana and Texas through approximately 34 banking institutions located in Market Service Areas (MSAs). Its main activity is to attract deposits from the general public and local municipalities in its market areas and to invest these deposits, as well as the funds generated from operations and borrowings, in securities and lending activities to meet the needs of credit from its customer base, including commercial real estate loans, commercial and industrial loans, one to four family residential real estate loans, construction and land development loans, agricultural and land loans and, to a lesser extent, consumer and multi-family loans. It also participates in some syndicated loans, which include national credits shared with other financial institutions.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy criteria.

P/E RATIO: PAST
EPS GROWTH: PAST
FUTURE EPS GROWTH: FAIL
SALES GROWTH: PAST
TOTAL YIELD/PE: PAST
FREE MOVEMENT OF CAPITAL: FAIL
EPS PERSISTENCE: PAST

Detailed analysis of FIRST GUARANTY BANCSHARES, INC.

Full Guru Analysis for FGBI

Full factor report for FGBI

AMKOR TECHNOLOGY, INC. (AMKR) is a mid-cap value stock in the semiconductor industry. The rating under our John Neff-based strategy rose from 62% to 81% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Amkor Technology, Inc. is a provider of outsourced semiconductor packaging and testing services. The Company’s packaging and testing services are designed to meet specific application and chip requirements, including the type of interconnect technology required; Cut; thickness; and electrical, mechanical and thermal performance. It provides turnkey packaging and testing services, including semiconductor wafer shock testing, wafer probes, wafer back-groundings, package design, packaging services, testing system and end level and drop shipping services. The semiconductor manufacturing process includes integrated circuit (IC) design, wafer fabrication, wafer probe, packaging, and final testing. The Company provides its services to integrated device manufacturers (IDMs), fabless semiconductor companies, original equipment manufacturers (OEMs) and contract foundries. IDMs typically design, manufacture, package, and test semiconductors in their own facilities.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy criteria.

P/E RATIO: PAST
EPS GROWTH: FAIL
FUTURE EPS GROWTH: PAST
SALES GROWTH: PAST
TOTAL YIELD/PE: PAST
FREE MOVEMENT OF CAPITAL: PAST
EPS PERSISTENCE: PAST

Detailed analysis of AMKOR TECHNOLOGY, INC.

Full Guru Analysis for AMKR

Full factor report for AMKR

NATIONAL VALLEY BANK (VLY) is a mid-cap stock in the Regional Banks sector. The rating under our John Neff-based strategy rose from 62% to 81% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Valley National Bancorp is a bank holding company for Valley National Bank. The Company’s segment includes Consumer Loans, Commercial Loans, Investment Management, Business Adjustments and Others. The consumer lending segment includes residential mortgages and automobile loans and, to a lesser extent, home equity loans, secured personal lines of credit and other consumer loans (including credit card loans). credit). The Commercial Loans segment includes variable rate and floating rate commercial and industrial loans and construction loans, as well as fixed rate commercial and owner-occupied real estate loans. The investment management segment included fixed rate securities and, depending on its cash position, sold federal funds and interest bearing deposits with banks. The Corporate and Other Adjustments segment includes interest expense related to subordinated notes, amortization and impairment of tax credit investments, and merger costs.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy criteria.

P/E RATIO: PAST
EPS GROWTH: PAST
FUTURE EPS GROWTH: FAIL
SALES GROWTH: PAST
TOTAL YIELD/PE: PAST
FREE MOVEMENT OF CAPITAL: PAST
EPS PERSISTENCE: PAST

Detailed analysis of VALLEY NATIONAL BANCORP

Full Guru Analysis for VLY

Full factor ratio for VLY

More details on Validea’s John Neff strategy

About John Neff: Although known as the manager many top managers trusted with their own money, Neff was far from the high profile, talkative Wall Streeter one would expect. He was gentle and low-key, and the same could be said of the Windsor Fund, which he managed for more than three decades. In fact, Neff himself described the fund as “relatively prosaic, boring, [and] However, there was nothing dull about his results. From 1964 to 1995, Neff guided Windsor to an average annual return of 13.7%, easily outpacing the 10.6% return of the S&P 500 during that period. That 3.1 percentage point difference is huge over time. — a $10,000 investment in Windsor (dividends reinvested) at the start of Neff’s term would have returned more than $564,000 by the time he retired, more than double what the same investment in the S&P would have returned (about $233,000). Given the length of his tenure, this record could be the best ever for a manager of such a large fund.

About Validea: Validea is an investment research service that tracks the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information on Validea, click here

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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